
Whitney R. Bates
Investment Operations Manager
Whitney leads Cornerstone’s Investment Operations team, overseeing aspects of operational efficiency and client service. She works to ensure seamless onboarding for new client relationships, delivers support for ongoing service needs, and manages daily data aggregation and reporting processes. In addition to directing the Investment Operations team, Whitney chairs Cornerstone Cares, Cornerstone’s sustainability and community impact campaign, driving meaningful engagement and corporate responsibility efforts. She is also a member of Cornerstone’s Investment Policy Committee, which makes decisions on investment related research and due diligence. Whitney joined Cornerstone in 2014 after completing her degree from The Pennsylvania State University.
